RevOps & Operations Hub

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    • We use Tableau for various reports and are exploring ways to integrate these non-public Tableau reports directly into HubSpot dashboards. Our goal is to encourage team members to fully adopt HubSpot by consolidating our tools into one platform. Has anyone successfully embedded Tableau reports into HubSpot? more
    • Hi! I have been using HubSpot for the last 6 months, more from a content marketing perspective. My company is in the process of building out our revenue operations function and are seeking a RevOps Analyst to join our team. It's a combination role of revops, sales/marketing ops. This is a new role for our organization. I am curious if anyone has any recommendations on the best career sites/groups that I can post a job or connect with potential more
    • Want to make my world a bit more beautiful? In a perfect world these two scenarios would be solved: 1. New lead comes in to HS, and is then assigned based on a rep's (SDR or AE's) "real-time and updated"(rt) calendar availability. 2. Contact is reassigned from AE to an SDR based on SDR's "on shift/off shift"(oo) calendar availability. RT: reps would keep calendars open when available, removing no-show meetings would then trigger availability, more
    • Hello, I'm currently facing the task of manually cleaning and aligning data with HubSpot's columns before importing it. I'm considering using an ETL (Extract, Transform, Load) tool for this integration, but I haven't come across any free options for syncing the cleaned data. Does anyone have alternative suggestions or know of any cost-effective solutions for this? more
    • Hello to all of you, I would like to create deals in Hubspot with N8N. The only thing I don't success is to create a deal with several associated contacts. With one, it works. But I don't manage to find the good separator between each id for the contact. Maybe it is not possible ? It is written in N8N " Associated Vid Names or IDs" --> Plural. That's why I considered it could be possible. Please could you help me ? more

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maggiebutler on September 14, 2020
OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n read more
133 Replies
March 26, 2024
Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know more
NQuateman on April 17, 2024
Is it possible in Hubspot to schedule a meeting with a specific contact, but not have an initial email or any follow up emails go to that contact? I know it sounds a bit strange, but I have various circumstances where I'd like to have that behavior read more
April 18, 2024
Yes, I am familiar with the Log feature and have tried it. As far as I can tell, that would be doing double entry; once in the calendar to set up more
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Lucca7 on April 16, 2024
Hi, I want to create a report in hubspot that allows me to view a series of properties for ONE company at a time. For example I would like to be able to create a report the allows me to select Company A and then display a series of properties read more
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Hall of Famer | Partner
April 17, 2024
Hi @Lucca7 , I would recommend using the middle column of company records for this: more
JoshuaW on April 11, 2024
Does anyone know workflow custom code that would extract a specific parameter from the "Last Page Seen" contact property URL to then apply that value to another property for the contact? For example: If the "Last Page Seen" value is the following U read more
Hall of Famer | Partner
April 12, 2024
Hi @JoshuaW , This should be possible with a regex replace: I'm not a regex expert but this code snippet should correspond to more
KMohamed15 on April 11, 2024
Hi, I’m trying to use the Microsoft Dynamics 365 integration in Hubspot. To be more specific, I wanted to know if it was possible in Contacts to leverage the following fields: • Notes in the Activities tab of a Contact • The deal tab on the righ read more
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Key Advisor
April 12, 2024
Hi @KMohamed15 I'm so happy to help you! Yes! It's possible, but, you need to know: activities can only sync from Microsoft to more
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